Summit Wealth & Retirement Planning, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Summit Wealth & Retirement Planning, Inc.
- $309 Million
- Q4 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 5,822 shares of DFAC stock, worth $208,660. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,822Holding current value
$208,660% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
959Shares Held
750MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$636 Million0.28% of portfolio